Identify Accounts, People, Opportunities, and Activities Using Basic Selectors

  • Updated

Context

Basic Selectors make it easy to define the accounts, people, opportunities, and activities that you want to focus on in Demandbase. For example, you can create Lists, Filters, and Reports, or customize your Account Journey Stages.

For more advanced users, we have an Advanced Selectors interface that allows you to accomplish a variety of tasks across the product. See Working with Selectors.

Prerequisites

Basic Selectors are available for these product areas:

  • Account Lists
  • Account Filters
  • Account Reports
  • Account Journeys
  • Activity Filters
  • Activity Reports
  • Person Lists
  • Person Filters
  • Person Reports
  • Opportunity Lists
  • Opportunity Filters
  • Opportunity Reports
  • Site Customization Experiences

Steps

Here's an example of how to create an Account List using Basic Selectors.

  1. From the left navigator bar, go to DatabaseCropped.png Database > Account Lists > Create New.
  2. Choose the Name and Visibility (Private or Public) for your list. For List Type, select Dynamic List.
  3. Use Basic Selectors to define the accounts you want to focus on.
    For example, if you want to see
    MQAs with No Sales Touches, under Journey Stages select Equals and MQA from the drop-down menus.
    MyBasicMQASelectors.png

    and under Sales Touches check No Sales Touches and select Last 14 Days.

    NoSalesTouches.png

  4. Click Save.

Outcome

When the Selector is finished processing, click the Refresh icon RefeshIcon.png next to the Save button to see the number of accounts in the list.

Click the List tab to see accounts that are in the MQA stage, but don’t have any sales touches.
MyBasicMQAswNoSalesTouchesResults.png

To view or edit your account list criteria, go to Database > Account Lists and search for the selector you created. Then, click the Selector tab. Basic Selectors shows you a Summary of your criteria.

To edit the Selector criteria, click the name of the section you want to edit. To remove it, hover over the number next to the section and click Clear.

BasicSelectorEditAnnotated.png

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